Likelihood to Recommend It addresses well some integration and connectivity issues with other software and adapted technologies: formulation and manufacturing batching software, scanners and bar codes, inventory, financials, emailing of invoices and statement, sales and purchasing... etc. I believe it to be better suited to a medium to large company. Not as simple and seamless as we expected for migrating from another Microsoft Dynamics software product (we moved from GP to NAV). Our staff is going through a tougher time than we thought to learn some procedures. Normal growing pains?!
Read full review Spreadsheet Server is a set it and forget it type of thing. However, if you are wanting to change up the data you get on a regular basis, this may not be the product for you.
Read full review Pros Automate the creation of bills of materials for production. We can now generate a BoM from a sales order. Organization of all data pertaining to thousands of parts, assemblies, and finished goods. Engineering and purchasing have a common portal. We can create sales orders from quotations instead of re-entering them (this did require some bolt-on software). Less redundant work with fewer entry errors. Accounting can provide reports based on specific criteria stored in NAV. We can pull better and more detailed intelligence. Read full review It's easy to use and learn how to create new spreadsheets. Spreadsheet Server makes it easy to create custom financial statements for your company. It is a great tool to use with Vista by Viewpoint. We can create custom graphs and KPI's in Spreadsheet Server. Read full review Cons The version of software that we currently use isn't compatible with Windows 7, therefore we had to install it using the virtual computer under Windows XP. This created a few additional steps that the users had to go through in order to access the software which generated more calls to our IT Helpdesk. We did research how much it would cost to upgrade the software so that we could get a version compatible with Windows 7, but the cost was way too expensive for our organization. Also, when we need to make updates or changes to the software, there are very few consultants who are familiar with the software so we are limited in who we can use for consulting services. Since we are limited in choosing consultants who can make updates and changes to the software the fees are usually really expensive for their services. There is a .zup file that we constantly have to delete in order for the database to work properly and update. Users get a pop-up about once a week asking if they want to replace the .zup file and if the file is not deleted then the opening page for the software will not show up correctly and the database will not have the most up to date information. Read full review The only issue that we came across, is that not all of our companies have the same financial structure as each other. So the GLs we use for one report, would not necessarily work for all the other companies. We did not want to create separate reports for each company either. We did find a workaround in that we created a lookup tab with GLs to use for each category for each company, then used v-lookup to pull those GLs over. This workaround worked great, but it would have been nice to have something built in to cover this. Read full review Likelihood to Renew We've already decided to continue using this software. It is too expensive for us to upgrade so we made a workaround by using the virtual computer with Windows XP installed on it. We did research replacing this software, but it was a better financial decision to keep what we had instead
Read full review Very easy to use and user friendly.
Read full review Usability It has simplified all processes and reduces turnaround time for month end processes. You can easily navigate through the dashboard which is very user friendly and easily guides you to different functionalities. Duplications of Invoices is avoided because NAV rejects posting of an invoice number already in the system so you increase accuracy.
Read full review Easy to use and flexible.
Read full review Support Rating It provides one to efficiently be able to manage bookkeeping and inventory without much challenges. One can easily navigate through workflow processes while managing usages and budgets. Being able to produce reports in Word, Excel or PDF means one is able to have a working document to produce trends and graphs or produce pivot tables.
Read full review Customer Relations reaches out to me periodically.
Read full review Alternatives Considered I have personally supported all of the Dynamic family of ERP systems and made the decision to concentrate on NAV as the solution of choice. From a support and development standpoint there are few if any packages that can compare. It is not uncommon for most of the companies that I support to only call me once or twice a month after the first year. This is due to the ease of tracking down problems and errors and the ability for a developer to provide the end-user with routines that automatically correct the most basic kind of error
Read full review Vista did not offer reporting that met our needs. We were not able to easily customize the standard reports to fit our company needs. We are able to create different reports depending on management's needs and level. It is easy to create reports for auditors as well in Spreadsheet Server.
Read full review Return on Investment Automation processing, including EDI functionality, has increased employee efficiency and prevented the need for adding additional employees. Implementation of the warehouse functionality, including cycle counts, has resulted in better inventory control/less shrinkage. Implementation of e-Ship and e-Receive, has resulted in greater efficiency and order accuracy. Read full review Allows us quick access to cash flow statements which assist in decision making Provides accurate reporting for our banking needs Provides accurate information to our insurance and bonding vendors Will Mann Computer and Information Systems Manager
Read full review ScreenShots Spreadsheet Server Screenshots